Valeo Financial Advisors, LLC Innovator Growth 100 Power Buf Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$45.55 - $46.17 $55,297 - $56,050	-1,214 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$41.23 - $43.17 $50,053 - $52,408	1,214 New	1,214 $52,000

Others Institutions Holding NJUL

# of Institutions

101

Shares Held

2.41M

Call Options Held

0

Put Options Held

0

Round Table Services, LLC

483K
Shares

$29.2 Million
3.99% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

215K
Shares

$13 Million
0.03% of portfolio
Truist Financial Corp

133K
Shares

$8.01 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

107K
Shares

$6.44 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.5K
Shares

$5.71 Million
0.01% of portfolio

About INNOVATOR GROWTH-100 POWER BUF

Ticker NJUL
Sector Technology

More about NJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.